Services
At Knopinski & Fauver, we apply our customized and comprehensive approach to all of our services.
Custom Personal Financial Plan
Your Personal Financial Plan includes Net Worth and Cash Flow Statements, an Investment Analysis based on a state-of-the-art risk profile, College and Retirement Funding Plans, and Insurance and Estate Plan Reviews. More...
Planning for Income to Last
We develop a Retirement Income Plan using state-of-the-art planning tools to meet your need for adequate retirement income. We take into account risks from longevity, inflation, investment asset allocation, excess withdrawal and health care expenses. More...
Business Owner Exit Planning
Exit Planning helps business owners determine when they would like to leave their business, who they would like to leave it to or sell it to (as appropriate), and how much cash they need to realize from the transaction. More...
Estate and Legacy Planning
An Estate and Legacy Plan defines a hierarchy of objectives, priorities, values, and determines what type of lifetime giving and estate planning will accomplish these goals. More...
Wealth Management
We create investment portfolios suited to your risk tolerance balanced with your need for return. We offer full-service implementation, reporting and monitoring of the portfolio. More...
